Results

Insight News
February 04, 2025

Google Cloud revenue up 30% in Q4, Alphabet results mixed

Data to Decisions
Google Cloud revenue in the fourth quarter were $12 billion, up 30% from a year ago, amid mixed results from parent Alphabet, which said it will spend $75 billion in capital expend...
Larry Dignan
Insight News
February 04, 2025

Palantir CTO: Engineering on DeepSeek 'is exquisite'

Data to Decisions
Palantir CTO Shyam Sankar said DeepSeek's latest models highlight how models are commoditizing and "the price of inference is dropping like a rock." ...
Larry Dignan
Insight News
January 30, 2025

Apple Q1 strong, but China and iPhone revenue falls

Future of Work
Apple's first quarter results were better-than-expected as Mac, iPad and services revenue gained from a year ago. But iPhone revenue was down from a year ago as were wearables. Chi...
Larry Dignan
Insight News
January 30, 2025

Intel Q1 outlook light, Q4 better-than-expected

Tech Optimization
Intel is still on the hunt for a CEO, but the company's fourth quarter results were better-than-expected even as sales fell from a year ago in every division except for network and...
Larry Dignan
Insight News
January 30, 2025

Oracle scales Oracle Database@Google Cloud

Data to Decisions
According to the companies, Oracle Database@Google Cloud will add more regions over the next 12 months. ...
Larry Dignan
Insight News
January 29, 2025

IBM Q4 better than expected, genAI business surges

Data to Decisions
IBM delivered better-than-expected fourth quarter results and said its generative AI business including consulting and software is now a $5 billion business, up from $3 billion in ...
Larry Dignan
Insight News
January 28, 2025

DeepSeek: What CxOs and enterprises need to know

Data to Decisions
DeepSeek has become an overnight sensation, rattled the US AI sector and may have single-handedly focused CxOs on cost of genAI. We convened a call of Constellation Research analys...
Larry Dignan
Insight News
January 25, 2025

GenAI prices to tank: Here’s why

Data to Decisions
Prices for access to generative AI models and features could tank in 2025 amid cheaper foundational models, open source advances and vendors becoming realistic about what customers...
Larry Dignan